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Bitcoin Financial Advisors in Sarasota, FL
1 Vetted Professional • CFP®, CMT, CPWA®
Connect with certified Bitcoin financial advisors serving Sarasota and the greater FL area. Our vetted professionals specialize in cryptocurrency wealth management, Bitcoin portfolio allocation, and tax-efficient strategies for high-net-worth investors.
Jared Motzenbecker
Managing Partner
CFP®CMTCPWA®
Jared Motzenbecker is a seasoned financial professional and Managing Partner at Siesta Wealth, where he leverages over 15 years of experience in the Financial Services industry. As a Certified Financial Planner™ practitioner, Chartered Market Technician, and Certified Private Wealth Advisor®, Jared possesses a comprehensive understanding of Financial Planning, Family Dynamics, Estate Optimization, and Investment Portfolio Management. Throughout his career, Jared has established himself as a thought leader in the field, frequently serving as a Keynote speaker across Florida on topics such as Estate and Retirement Planning, Family Dynamics, and Behavioral Finance. He earned his bachelor’s degree from the University of Florida and further honed his expertise in financial planning at The University of Georgia Terry School of Business, as well as in Wealth Management Theory and Practice at Yale School of Management. Jared is dedicated to providing a fully personalized, concierge Wealth Planning experience for his clients. His distinctive approach integrates research in personality types and behavioral finance with innovative financial planning tools, empowering individuals and families to make informed and satisfying financial decisions. By fostering a deeper understanding of personal motivations and behaviors, Jared helps his clients achieve better outcomes and lead more fulfilling lives. Outside of his professional pursuits, Jared enjoys spending quality time with his family and exploring the outdoors.
Why Choose a Bitcoin Financial Advisor in Sarasota?
Working with a local Bitcoin financial advisor in Sarasota, FL offers unique advantages for cryptocurrency investors. Our certified professionals understand both the complexities of Bitcoin wealth management and the specific financial landscape of the FL area.
Services Offered by Sarasota Bitcoin Advisors
- Bitcoin Portfolio Allocation: Strategic guidance on optimal Bitcoin exposure based on your risk tolerance and financial goals
- Tax-Efficient Strategies: Navigate FL tax regulations and federal cryptocurrency tax requirements
- Estate Planning: Secure your Bitcoin holdings for future generations with proper estate planning
- Custody Solutions: Expert recommendations on self-custody vs. institutional custody options
- Retirement Planning: Integrate Bitcoin into your retirement strategy, including Bitcoin IRAs
Credentials to Look For
Our Sarasota Bitcoin financial advisors hold professional certifications including:
- CFP® (Certified Financial Planner): Rigorous training in comprehensive financial planning
- CFA® (Chartered Financial Analyst): Advanced investment analysis and portfolio management expertise
- CBDA℠ (Certified Bitcoin and Digital Asset Advisor): Specialized knowledge in cryptocurrency wealth management